Stocks Visualization using Tableau
Internship report submitted in fulfillment of the requirements for the Degree of
B.Tech
in
CSE
By
Keshav Bansal
ENROLLMENT NO.
9918103219
Department of Computer Science Engineering and Information Technology
JAYPEE INSTITUTE OF INFORMATION TECHNOLOGY
(Declared Deemed to be University U/S 3 of UGC Act)
A-10, SECTOR-62, NOIDA, INDIA
[July 1- Aug 15]
CONTENTS
1 ACKNOWLEDGEMENT
......................................................................................................................................................1
2 DECLARATION
..................................................................................................................................................... 2
3 CERTIFICATE
……………………………………………………………………………………………………………..3
4 TABLE OF CONTENTS
Chapter 1: Data Visualization
1.1 Introduction
1.2 State of research in visual analytics
1.3 State-of-the-art of tools and software
Chapter 2: Tableau
2.1 Description of the company
2.2 Data Visualization using Tableau
2.3 Installation
2.3.1 System requirements
2.3.1.1 Software Requirements
2.3.1.2 Hardware Requirements
Chapter 3: The Project
3.1 Objective of the Project
3.2 Data Visualisation Models
3.3 Overview of the Data Collected
3.4 Detailed Design
3.4.1 Open a dataset
3.4.2 Create a sheet
3.4.3 Candlestick chart
3.4.4 Line chart
3.4.5 Bar graph
3.5 Results and Analysis
3.6 Interesting Findings
3.6 Conclusion
ACKNOWLEDGEMENT
The internship opportunity I had was a great chance of learning and professional development
for me. Therefore, I consider myself as a very lucky individual as I was provided with an
opportunity to be a part of it. Bearing the above in mind I am using this opportunity to express
my deepest gratitude and special thanks to the supervisor Dr. Pulkit Mehndiratta who in spite of
being extraordinarily busy with his duties, took time out to listen, guide and keep me on the
correct path and allow me to carry out my project. I choose this moment to acknowledge his
contribution gratefully.
DECLARATION
This is to verify that I, Keshav Bansal of Jaypee Institute of Information Technology, Noida
Sector-128, has undergone a summer internship from the organization under the supervision of
Dr. Pulkit Mehndiratta for about six weeks as a technical intern.
Name of the Person Date:17/08/2021
Keshav Bansal
CERTIFICATE
This is to certify that Keshav Bansal, student of Jaypee Institute of Information Technology,
Noida Sector-128, has undergone a summer internship from the organization under the
supervision of Dr. Pulkit Mehndiratta for about six weeks as a technical intern.
Authorised Signature
_________________
Chapter 1: Data Visualization
Introduction
Data visualization is the act of taking information (data) and placing it into a visual context, such
as a map or graph. Data visualizations make big and small data easier for the human brain to
understand, and visualization also makes it easier to detect patterns, trends, and outliers in
groups of data
State of the Research
Using visualization allows users to better absorb the data and see new paths. This enables
users to identify new patterns and trends that were impossible to see using tabular data. It
allows decision-makers to view data using graphical representations including charts, fever
charts, and heat maps.
State-of-the-art of tools and software
Office tools: The most familiar and used visualization tool is excel with its bar charts and pie
representations.
Business intelligence tools: offering visualizations of the business status and the future for
enterprise management, often connected to the company enterprise management system.
Statistical and mathematical tools: Statistical analysis has a long history of visualizing the
results as time series, bar charts, plots and histograms. Examples of tools providing statistical
and mathematical visualization are R14 and Matlab15 tools for statistical computing and
graphics.
Chapter 2: Tableau
Data Visualization using Tableau
What is Tableau?
A business intelligence software focused on data visualization and data analytics.
It can analyze and transform data into visually interactive visualizations in a few seconds or
minutes! American computer software company founded in January, 2003 by Chris Stolte.
Tableau queries a range of data including relational databases, OLAP cubes, cloud databases,
and spreadsheets to generate a number of graph types
Data Analytics using Tableau
7 steps
1. Connect to the data source
2. Data Management - Rename fields, change data type, hide, add new fields etc.
3. Select the fields/variables and click on Show me the required viz OR drag and drop
them in the row/column shelves.
4. Edit your viz - add colors, labels, names, hide fields, sort, group, add data, labels, name
your worksheet. Add a filter.
5. Create more vizzes to get more insights from the data.
6. Create a dashboard to show your insights.
7. Save your viz on Tableau Desktop OR share it with Tableau Server/ Tableau Online.
Installation
Software Requirements: -
Operating Systems
● Windows-
○ Microsoft Windows 7 or newer (x64)
● Mac-
○ macOS
○ macOS Mojave 10.14
○ macOS Catalina 10.15
○ Big Sur 11.4
Hardware Requirements: -
● Intel Core i3 or AMD Ryzen 3 (Dual Core)
● 4 GB memory
● 2 GB minimum free disk space
Chapter 3: The Project
Objective of the project
The objective of the project is to visualise and analyse various stocks with the help of Tableau
Software and find insights from the data with the help of various charts and plots.
Data Visualization model
I have used different types of graphs namely- bar graphs, line charts and candlestick charts for
the visualization of various stocks of Leading tech companies.
● Bar Chart - Bar charts are one of the most common data visualizations. You can use
them to quickly compare data across categories, highlight differences, show trends and
outliers, and reveal historical highs and lows at a glance. Bar charts are especially
effective when you have data that can be split into multiple categories.
● Line Chart - A line chart is a graphical representation of an asset's historical price action
that connects a series of data points with a continuous line. This is the most basic type of
chart used in finance, and it typically only depicts a security's closing prices over time.
● Candlestick Chart - A candlestick chart (also called Japanese candlestick chart) is a
style of financial chart used to describe price movements of a security, derivative, or
currency. Each "candlestick" typically shows one day, thus a one-month chart may show
the 20 trading days as 20 candlesticks.
Overview of the data collected
Stock Prices Data -
Stock Prices data was collected from yahoo finance website which provides us with historical
data of all the listed companies’ stocks.
I downloaded the stock dataset of the top 6 leading tech companies namely:
● Apple
● Microsoft
● Alphabet (Google)
● Amazon
● Facebook
● Tesla
Data Overview -
The stock prices were from 1 June 2020 till 28 May 2021, which gave me a full 52 Week stock
data.
For each date, there was Opening price, Closing Price, High, Low, Adjusted closing price and
Volume.
Detailed design
In this part, we describe the details of the technique used in the implementation of our project.
Open the dataset
In the Tableau Desktop workbook click on open and browse the data (csv) file to open.
Create a Sheet
Click on Sheet 1 on the left bottom and a new sheet is opened.
From here, we can start on making a candlestick chart.
Candlestick Chart
Candlestick chart contains candles. Each candle consists of four things, which are High price,
Low price which are the very ends of the thin lines in
a candle as shown in the figure and Opening price,
Closing price which are the top and bottom of the
thick portion of the candle as shown in the figure.
The thin line above the candle box is called upper
shadow, and the lower line below the candle box is
called lower shadow, and the candle box is called
the real body.
Whenever the closing price is greater than the
opening price, the candle is of green colour and it
indicates that the price increased in that time
interval. And when the closing price is lesser than
the opening price, the candle is of red colour and it
indicates that the price decreased in that time
interval.
Fig 3.1 Candlestick
Steps involved in creating candlestick chart
1. To create a candlestick chart in tableau I filtered the dates for the past 3 months to get a
daily candlestick chart for a quarter.
2. To create the box of the candle I put the closing price in the rows and created a gantt
bar.
3. Created a new calculated field to calculate the change in price { closing price - opening
price } and used this field to size the candle
4. Created another calculated field to check if price change is positive or negative which will
decide whether the candle will be green or red
5. To create the shadow of the candle I repeated steps 2 and 3 using the high and low
attributes.
6. Create a dual synchronized axis so that both the candle box and shadow are on the
same chart.
Steps involved in creating a price line chart
1. Put the date in columns as continuous date
2. Put the adjusted closing price in rows
3. Line chart is ready
Steps involved in creating a Volume traded bar graph
1. Put the date in columns as continuous date
2. Put the volume in rows
3. Change the type to bar from the dropdown in Marks filter
4. Bar graph is ready
Result and Analysis
Apple
Fig 3.2 Apple Candlestick chart
Fig 3.3 Apple Stock Price and Volume
52 Week High - $142.49 on 26 Jan 2021
52 Week Low - $79.8 on 1 June 2020
Highest trade volume - 374M on 31 July 2020
Microsoft
Fig 3.4 Microsoft Candlestick Chart
Fig 3.5 Microsoft Stock price and Volume
52 Week High - $260.87 on 27 Apr 2021
52 Week Low - $180.73 on 1 June 2020
Highest trade volume - 79M on 3 Aug 2020
Google
Fig 3.6 Google candlestick chart
Fig 3.7 Google stock price and volume
52 Week High - $2433.53 on 26 May 2021
52 Week Low - $1359.90 on 26 June 2020
Highest trade volume - 4.3M on 30 Oct 2020
Amazon
Fig 3.8 Amazon candlestick chart
Fig 3.9 Amazon stock price and volume
52 Week High - $3531.45 on 2 Sep 2020
52 Week Low - $2460.60 on 4 June 2020
Highest trade volume - 8.9M on 18 Sep 2020
Facebook
Fig 3.10 Facebook Candlestick chart
Fig 3.11 Facebook stock price and volume
52 Week High - $332.75 on 27 May 2020
52 Week Low - $216.08 on 26 June 2020
Highest trade volume - 76.3M on 26 Jun 2020
Tesla
Fig 3.12 Tesla candlestick chart
Fig 3.13 Tesla Stock price and volume
52 Week High - $883.09 on 26 Jan 2021
52 Week Low - $172.88 on 4 June 2020
Highest trade volume - 222M on 18 Dec 2020
Interesting Findings
After analysing the various candlestick charts i discovered that many times, the opening price of
a stock is different from its previous day's closing price and after researching i found that this is
because of a pre-market window which is the time before the normal market timings, during this
time, the exchange collect the orders from the public and match these orders to decide at what
price the stock will open for the day.
Another finding from the volume Bar graphs of Amazon, Google, Facebook and Microsoft is that
most of the days with high volume trades are fridays. This is because Friday is the last market
day of the week, so most of the traders tend to close all their positions before this time and
avoid carrying it to the next week.
After analysing the line chart of the stocks one can see that Tesla’s stock is the most volatile
which had the most increase and decrease throughout the year whereas the stocks of Microsoft
and google were the most stable which increased though little but consistently throughout the
year so they are a more suitable choice for long term investments.
Conclusion
This summer internship project has been a great learning experience for me. I successfully
planned and devised the project. I developed its user interface and connected the database and
implemented some important features and functioning which would help the App in efficient
working and future growth. I experienced how things which we read theoretically are actually
implemented in real life. I learned the importance of being flexible enough to learn new
technologies and software quickly according to the demand of the project. I faced new
challenges everyday which were not only intriguing but also exciting. I realized the importance
of being punctual and disciplined. I understood my responsibilities well. I had the sincerity of
recognizing that this project needs to be bug free and user friendly as it has to be implemented
in the real-life scenario.
References
[1] https://www.tableau.com/
[2] https://finance.yahoo.com/
[3] https://companiesmarketcap.com/tech/largest-tech-companies-by-market-cap/
[4] https://en.wikipedia.org/wiki/Candlestick_chart
[5]https://support.zerodha.com/category/trading-and-markets/trading-faqs/general/articles/openi
ng-price-of-a-stock-different-from-its-previous-day-s-closing-price
